Other · DOL Form 5500 · 2023

Episcopal Children's Services, Inc. Retirement Plan

Data updated 2026-08-11

$12M
Total assets
694
Participants
62nd
Percentile by assets
$17,126
Avg per participant
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Official DOL plan name: Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan · Sponsored by Episcopal Children's Services, Inc. · Florida · Other Services

$12M in assets, 694 participants

Episcopal Children's Services, Inc.'s Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan reported $12M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 62nd percentile by assets (of 127,072 plans)
  • #6,189 in Other Services (7,857 peers)

Episcopal Children's Services, Inc. multi-year trail

Episcopal Children's Services, Inc.'s plans moved +41.0% in assets from 2022 to 2024; this filing shows Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan at $12M / 694 participants.

$12M
total plan assets (2023 EOY)
694
covered participants
62nd
percentile by assets (of 127,072 plans)
$17,126
avg assets per participant

Where Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan sits by total assets

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,885,324 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan reported participants fell from 739 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Episcopal Children's Services, Inc. across 3 plan years on file

Across the 3 plan years Episcopal Children's Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $13M, a gain of 41.0%, while reported participants moved from 739 to 670 (-9.3%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($9M).

Episcopal Children's Services, Inc. multi-year asset trail

$8M$10M$12M$14M 202220232024 $9.49M $13.4M ▲ +41.0%
Total plan assets by year, all Episcopal Children's Services, Inc. plans on file
Year Plans Participants Total Assets
2022 1 739 $9M
2023 1 694 $12M
2024 1 670 $13M

Episcopal Children's Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN591146765
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Episcopal Children's…, Total assets ($B): 0.011885324 · Participants: 694Episcopal Children's…Baptist Health South…, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South…University of Miami …, Total assets ($B): 1.720804746 · Participants: 12683University of Miami …Orlando Health Retir…, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retir…Defined Contribution…, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution…The Nemours Foundati…, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundati…
Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan vs. nearby Other plans in Florida, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan assets move in 2023?
Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan grew sharply - up 25.3% during 2023, from $9M to $12M. Reported net income was $2M.
How have Episcopal Children's Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Episcopal Children's Services, Inc.'s sponsor-wide assets grew 41.0%, from $9M to $13M.
Which Other plans are similar in size to Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan?
Among Other plans in other states, the closest by assets is Housing Works, Inc. 403(b) Tda Plan in NY ($12M, 251 participants).

Next read for Episcopal Children's Services, Inc. Tax …

Multi-year trail

Ways to act on Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan's numbers.

  • By total assets, Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
  • Episcopal Children's Services, Inc.'s sponsor-wide assets have grown 41.0% since 2022 across 3 plan years on file. More Other Services plans